How can I convert a Lead to a Contact but move all info to Account record?

Within our business, we will be using Sugar modules as follows:Lead - any contact that we do not have direct business/on-going contact withContact - Any individual related to an AccountAccount - A company, whether it be a client or a prospect

My question is, as Leads are defined in Sugar as individual people...

a) Is it possible to modify Leads to be a company-based module?

b) If this is not possible, how can I set that the information filled-in for the Lead (Primary Address, State, Postcode, Country, Office Phone, Website etc.) to be replicated into the Account record opposed to OR as well as the Contact record when converted?

Thanks for posting Francesca, I did stumble across your article prior to posting this topic.

Unfortunately the instance we are working with is being administered by a 3rd party and we do not have access to the back-end, only the basic SugarCRM administration panel so editing the php files was out of the question for us.

I did look into recreating the fields, but after making some adjustments to the Edit, Detail and List View layouts, then logging out and back in.. the issue seemed to rectify itself.

Hi Stephen,Our workflow module Process Manager Enterprise can accomplish this for you. One of the Process Tasks in Process Manager is the ability to automatically convert leads when leads have been modified and certain attributes have been set. The Account that is created uses the fields from the Lead object that are relevant for the Account object.

We would be happy to make a slight modification for you such that any custom fields on the Lead object would be mapped to the new Account.

your Workflow plugin sounds interesting. Does it provide a solution to solve the following challenge: When converting a target or lead, we would like to have all related records (Calls, Notes, Meetings) automatically moved to the Lead or Account.

Hi Gihan,Process Manager 2.5 would be able to accomplish this via our Custom Script feature. Custom Scripts ( only on non OnDemand Sugar) allow you to create a php script and Process Manager will call this script and pass the object id (record id) and type to the script. So for this example, after we complete the Lead Conversion process task, we would then call another process task of type Custom Script - the script would be passed the lead id and leads variables.The script would then open the lead and find all related calls and tasks. Next the script would get the new account that was created on convert. This is held in the account_id column in the leads.The script would then update the calls and set parent_id to this account _id and parent_type to Accounts.